Civic Intelligence

J W Ellsworth Endowment Trust

EIN 34-6501094 • 501(c)3 • Brooklyn, OH

Profile

Grants are made according to trust agreement dated december 21, 1923. Keybank,as trustee, makes distributions for the operation,maintenance, and upkeep of the western reserve academy. Distributions are to be used solely for educational purposes. Specifically, to maintain and operate an institution of learning for boys and young men that they may be prepared to be useful citizens of the republic, and in addition to the usual curriculum comprising the classics, humanities, and sciences, to maintain a department of agriculture. It shall be the purpose of the school to avoid as far as possible the defects of modern educational methods. Students shall be developed by insistence on the mastery of fundamental subjects of study. Scientific researches conducted by members of the faculty are to be encouraged. Students with limited means shall be permitted and the tuition to be charged to students shall at all times be maintained with that object in view. Keybank maintains a responsiveness to the

4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$210,474

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

15th percentile

-4.5%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

6th percentile

-37%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$38,183,517

Up $934,207 (+2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$38,183,517

Up $934,207 (+2.5%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin97th percentile

Revenue

Up

$1,869,832

Up $890,254 (+91%) from 2023

Expenses

Down

$303,565

Down $5,298,415 (-95%) from 2023

Net Income

Up

$1,566,267

Up $6,188,669 (+134%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2019: $37,259,514Liabilities 2019: $0Net Assets 2019: $37,259,5142019Assets 2020: $35,004,261Liabilities 2020: $0Net Assets 2020: $35,004,2612020Assets 2021: $41,012,268Liabilities 2021: $0Net Assets 2021: $41,012,2682021Assets 2022: $41,872,079Liabilities 2022: $0Net Assets 2022: $41,872,0792022Assets 2023: $37,249,310Liabilities 2023: $0Net Assets 2023: $37,249,3102023Assets 2024: $38,183,517Liabilities 2024: $0Net Assets 2024: $38,183,5172024

Highlighted filing

2024

Assets$38,183,517
Liabilities$0
Net Assets$38,183,517
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2019: $4,180,236Expenses 2019: $3,370,897Net Income 2019: $809,3392019Revenue 2020: $203,147Expenses 2020: $2,364,028Net Income 2020: -$2,160,8812020Revenue 2021: $8,866,980Expenses 2021: $3,108,960Net Income 2021: $5,758,0202021Revenue 2022: $4,699,959Expenses 2022: $3,043,488Net Income 2022: $1,656,4712022Revenue 2023: $979,578Expenses 2023: $5,601,980Net Income 2023: -$4,622,4022023Revenue 2024: $1,869,832Expenses 2024: $303,565Net Income 2024: $1,566,2672024

Highlighted filing

2024

Revenue$1,869,832
Expenses$303,565
Net Income$1,566,267
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,183,517
Liabilities
$0
Net assets
$38,183,517
Revenue
$1,869,832
Expenses
$303,565
Net income
$1,566,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$1.87$0.30$1.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.2$0.00$37.2$0.98$5.60$4.62
2022Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$4.70$3.04$1.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.0$0.00$41.0$8.87$3.11$5.76
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.0$0.00$35.0$0.20$2.36$2.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.3$0.00$37.3$4.18$3.37$0.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$6,216,891
Mission and Program Overview

Mission

Grants are made according to trust agreement dated december 21, 1923. Keybank,as trustee, makes distributions for the operation,maintenance, and upkeep of the western reserve academy. Distributions are to be used solely for educational purposes. Specifically, to maintain and operate an institution of learning for boys and young men that they may be prepared to be useful citizens of the republic, and in addition to the usual curriculum comprising the classics, humanities, and sciences, to maintain a department of agriculture. It shall be the purpose of the school to avoid as far as possible the defects of modern educational methods. Students shall be developed by insistence on the mastery of fundamental subjects of study. Scientific researches conducted by members of the faculty are to be encouraged. Students with limited means shall be permitted and the tuition to be charged to students shall at all times be maintained with that object in view. Keybank maintains a responsiveness to the

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$37,249,310$38,183,517▲ $934,207
Investments in Publicly Traded Securities$31,346,103$29,303,223▼ $2,042,880
Investments Other Securities$5,373,094$6,752,740▲ $1,379,646
Savings and Temporary Cash Investments$530,113$2,127,554▲ $1,597,441
Total Assets$37,249,310$38,183,517▲ $934,207
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,249,310$38,183,517▲ $934,207
Total Liabilities and Net Assets / Fund Balance$37,249,310$38,183,517▲ $934,207

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,594,733--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
-Trustee$201,564$201,564
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,065,773
Other Revenue
$-195,941
Change in Net Assets
$1,566,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$201,564
Other Expenses$102,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$201,564-$201,564
All Other Expenses-$98,699-$98,699
Fees for Services Legal-$3,302-$3,302
Total Functional Expenses$0$303,565$0$303,565
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“KEYBANK IS SOLE TRUSTEE.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“All returns are prepared and thoroughly reviewed by our tax vendor and/or internal professional tax department”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by mail or by phone and delivered within 2 weeks of the request.”

Filing and Contact Details

Filer

Filer Name
J W Ellsworth Endowment Trust
EIN
34-6501094
Phone
2164712012
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
2164712012
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1923
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Partnership basis adjustments”

Raw XML Appendix375 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0KeyBank representatives have completed an extensive internal review of supporting organization accounts. This was done in concert with inhous e counsel and individual determinations were made with respect to the relationships.The beneficiaries hasve the right to remove the trustee and the trustee has the right to amend the trust to insure continuatio n of 509(a)3 status.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1KEYBANK, AS TRUSTEE WELCOMES THE INPUT OF THE CHARITABLE BENEFICIARIES AS TO INVESTMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2KeyBank, as Trustee, maintains a close and continuous working relation ship with Western Reserve Academy. The supported organization maintai n a significant voice as they have right to remove the Trustee and rep lace with another corporate Trustee. The Trustee has the authority to amend the document to insure the continuation of 509(a)3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3status. The supported organizations receive periodic statements reflec ting all activity in the trust regarding income, expenses, and investm ents. KeyBank welcomes the input of the supported organizationsas to i nvestments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV,SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V,SECTION D, LINE 8, CONTINUED
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt042984749
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt042338436
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt042984749
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt042338436
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0644771
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0635077
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt042339978
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt041703359
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01481899
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01459618
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt042984749
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt042338436
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01481899
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01459618
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0340714390
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTERN RESERVE ACADEMY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0717651
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1844457
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2800000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt31595899
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt41200000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt51594733
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SIGULAR GUFF BRIC OPPORTUN FD II (4
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HOSEN
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AG ENERGY CREDIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc3GQG PARTNERS EMERGING MKTS LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc4ECLIPSE VENTURES FUND I LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc5PEPPER TREE CAPITAL FUND X QP, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc6NEW MOUNTAIN NET LEASE PARTNERS II
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/TotalBookValueSecuritiesAmt06752740
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEYBANK IS SOLE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNAL PROFESSIONAL TAX DEPARTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN 2 WEEKS OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PARTNERSHIP BASIS ADJUSTMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt037249310
IRS990/TotalAssetsEOYAmt038183517
IRS990/TotalAssetsGrp/BOYAmt037249310
IRS990/TotalAssetsGrp/EOYAmt038183517
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0303565
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0303565
IRS990/TotalGrossUBIAmt0-135914
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt037249310
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038183517
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt0201564
IRS990/TotalRevenueGrp/ExclusionAmt02005746
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01869832
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-135914
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt037249310
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038183517
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BY JOSEPH VELKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02164712012
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J W ELLSWORTH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELLS
ReturnHeader/Filer/EIN0346501094
ReturnHeader/Filer/PhoneNum02164712012
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 TIEDEMAN ROAD OH-01-49-0381
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-08T13:01:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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